Microsoft TeamsとOneDriveの連携イメージ
How to create a folder in OneDrive based on the message content when a message is posted in Microsoft Teams
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Microsoft TeamsとOneDriveの連携イメージ
Flowbot Usecases

2025-05-21

How to create a folder in OneDrive based on the message content when a message is posted in Microsoft Teams

a.ohta
a.ohta

By utilizing dedicated folders for specific clients and employees, organizing files becomes significantly easier. However, when there are many clients or employees, creating individual folders can be surprisingly cumbersome, and sometimes you might even forget to create them.
Therefore, this time we will introduce a method to simplify folder creation by integrating Microsoft Teams and OneDrive.
With this, you can automatically create folders in OneDrive just by posting a message in Microsoft Teams, so be sure to give it a try!

  • Companies utilizing Microsoft Teams and OneDrive
  • Those creating dedicated folders for each client or employee
  • Those who want to avoid forgetting or making mistakes in creating dedicated folders
  • Leaders who want to streamline administrative tasks and improve business operations

For those who want to try it immediately

This article introduces a method of integration using the no-code tool "Yoom".

No complicated settings or operations are required, and even non-engineers can easily achieve it.

You can start immediately from the template below, so please give it a try!


■Overview

This is a flow that creates a folder in OneDrive based on the message content when a message is posted on Microsoft Teams.

By using Yoom, you can easily connect apps without the need for programming.

■Recommended for

1. Those who use Microsoft Teams to communicate with members

・Those who want to efficiently manage daily message content and have quick access to necessary information

・Those who want to organize interactions with members and prevent information sharing omissions

2. Those who use OneDrive for file management

・Those who want to eliminate the hassle of manually organizing files and improve work efficiency through automation

・Those who want to automatically create folders based on message content and ensure important information is saved without omission

■Benefits of using this template

By linking Microsoft Teams and OneDrive, there is the benefit of automatically creating a folder when a message is posted.
This allows for smooth communication on Microsoft Teams and eliminates the hassle of organizing related files and documents.

Furthermore, centralized management allows for quick access to necessary information, improving work efficiency.
Additionally, by sharing the created folders, a system is established where all team members can share the latest information.

[What is Yoom]

Now, let's explain how to use the no-code tool Yoom to "create a folder in OneDrive based on the message content when a message is posted on Microsoft Teams".

How to Automatically Create a Folder in OneDrive Based on a Message Posted on Microsoft Teams

First, retrieve the text posted in a specific channel on Microsoft Teams using the Microsoft Teams API. Then, use AI to extract specific strings and receive them using the OneDrive API.
After that, you can create a new folder in OneDrive with the extracted string.
Generally, programming knowledge is required to achieve such integration, but with the no-code tool Yoom, it is easily possible without programming knowledge. The integration flow is broadly divided into the following processes.

  • Integrate Microsoft Teams and OneDrive with My Apps
  • Set to retrieve and extract the string posted on Microsoft Teams
  • Set to create a folder in OneDrive
  • Turn on the trigger button and verify the integration operation between Microsoft Teams and OneDrive

First, let's register for Yoom.
Yoom offers a 2-week trial. You can actually operate it and check the usability.

Step 1: Integrate Microsoft Teams and OneDrive with My Apps

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After completing the registration for Yoom, please select "My Apps" from the menu on the left.

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Next, click the add button at the top right.

Integration of Microsoft Teams and Yoom

1. Log in

Log in to Microsoft365. By logging into Microsoft365, the My Apps integration will be completed quickly.

※ If you are not subscribed to the general corporate plan (Microsoft365 Business) for Microsoft365 (formerly Office365), authentication may fail.

2. Search

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Click the Microsoft Teams icon.

3. Integration Complete

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The screen will switch immediately. If the above display appears, the integration is complete.

Integration of OneDrive and Yoom

1. Search

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Click the OneDrive icon.

2. Integration Complete

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Since you have already logged in when integrating Microsoft Teams with My Apps, the screen will switch immediately.
If the above display appears, the integration is complete.

Step 2: Copy the Template

Next, please copy the template to be used this time.


■Overview

This is a flow that creates a folder in OneDrive based on the message content when a message is posted on Microsoft Teams.

By using Yoom, you can easily connect apps without the need for programming.

■Recommended for

1. Those who use Microsoft Teams to communicate with members

・Those who want to efficiently manage daily message content and have quick access to necessary information

・Those who want to organize interactions with members and prevent information sharing omissions

2. Those who use OneDrive for file management

・Those who want to eliminate the hassle of manually organizing files and improve work efficiency through automation

・Those who want to automatically create folders based on message content and ensure important information is saved without omission

■Benefits of using this template

By linking Microsoft Teams and OneDrive, there is the benefit of automatically creating a folder when a message is posted.
This allows for smooth communication on Microsoft Teams and eliminates the hassle of organizing related files and documents.

Furthermore, centralized management allows for quick access to necessary information, improving work efficiency.
Additionally, by sharing the created folders, a system is established where all team members can share the latest information.

1. Click "Try it" on the top banner
2. If you haven't registered with Yoom yet, please register
※ If you have already registered, the login screen will be displayed, so please log in.

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When the Flowbot template is copied to "My Projects", the above display will appear.

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You will be taken to a page like the image, so let's proceed with detailed settings.

Step 3: Retrieve and extract the string posted to Microsoft Teams

1. Open My Projects

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Open "My Projects" from the menu on the left side of the screen.

2. Open the copied template

Click "[Copy]When a message is posted on Microsoft Teams, create a folder in OneDrive based on the message content".

3. Select an app trigger

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Click "When a message is sent to the channel" on the Microsoft Teams icon.
Since the title and other settings are complete, press Next.

4. Set the trigger interval

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Set each item.

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First, set the trigger interval.
The trigger can be set to activate at intervals of 5 minutes, 10 minutes, 15 minutes, 30 minutes, or 60 minutes. A shorter setting is generally recommended.
Please note that the shortest activation interval varies depending on the plan.

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Each ID can be selected by clicking the box.

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Since it is displayed in a list, please select the ID you want to link with OneDrive.

5. Run the test

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Once the settings are complete, press the test button.
If "Test Successful" is displayed, it is complete. Click Save.

Continue to "Extract data from text".

1. Extract data from text

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Click "Extract data from text".
Scroll down.

2. Set required items

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Since you are using a template, the settings are complete as shown in the image.

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In this case, as shown in the red frame, if the string 【Client Name】 is inserted in the message content, AI will retrieve the client name and create a folder in OneDrive with that name.
Once confirmed, press Save and proceed to the next step.

As a supplement, it is also possible to change the branching condition words to 【Employee Name】 or 【Project Name】, etc.

3. Run the test

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Once the settings are complete, press the test button.
If "Test Successful" is displayed, it is complete. Click Save.

Step 4: Set up to create a folder in OneDrive

1. Integrate with the app

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Click "Create folder" with the OneDrive icon.
Press Next.

2. Enter required items

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You will be taken to the page in the image. Enter the required items.
Each ID will be displayed by clicking the box.

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Click to insert from the displayed items.

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Reuse the data sent in the test for the folder name.

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Click the box and select Extract data from text.

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Since the extracted data is displayed as shown in the image, select "Client Name" from it.
This allows you to register the client name extracted from the message content directly as the folder name.
Create the folder name in the same way.

3. Run the test

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Once all settings are complete, press the test button at the bottom of the page.
If "Test Successful" is displayed in blue, the settings are complete. Press Save.

4. Turn on the trigger

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When the Flowbot creation is complete, the above display will appear. The trigger is initially set to OFF, so turn it ON.

To further automate

Yoom is packed with ideas and features to facilitate smooth business operations, not just automation.
For example, it is possible to customize the automation introduced this time to better suit your needs.

Application example 1: Notify when folder creation is complete

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Enter the relevant flow creation page in My Projects and click the three-dot leader in the upper right corner.
By pressing "Notify on workflow completion" in the red frame part of the image, a notification will be sent to the address registered with Yoom when the entire flow is complete.
This makes it easier to determine whether the file has been created properly, and should save you the trouble of checking it yourself.

Application example 2: Create folders with database information

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For example, if you manage client information with a database tool like Notion, it is also possible to create a folder from the details page of a specific client.
You can use the client name listed in Notion directly as the folder name, and the folder URL will be automatically listed in Notion.
This may facilitate smoother sharing with members.

Flowbot template used this time
When a message is posted on Microsoft Teams, create a folder in OneDrive based on the message content


■Overview

This is a flow that creates a folder in OneDrive based on the message content when a message is posted on Microsoft Teams.

By using Yoom, you can easily connect apps without the need for programming.

■Recommended for

1. Those who use Microsoft Teams to communicate with members

・Those who want to efficiently manage daily message content and have quick access to necessary information

・Those who want to organize interactions with members and prevent information sharing omissions

2. Those who use OneDrive for file management

・Those who want to eliminate the hassle of manually organizing files and improve work efficiency through automation

・Those who want to automatically create folders based on message content and ensure important information is saved without omission

■Benefits of using this template

By linking Microsoft Teams and OneDrive, there is the benefit of automatically creating a folder when a message is posted.
This allows for smooth communication on Microsoft Teams and eliminates the hassle of organizing related files and documents.

Furthermore, centralized management allows for quick access to necessary information, improving work efficiency.
Additionally, by sharing the created folders, a system is established where all team members can share the latest information.

Other Automation Examples Using Microsoft Teams and OneDrive

In addition to the integrations introduced today, various automations can be achieved by utilizing the APIs of Microsoft Teams and OneDrive.

If you find something interesting, please give it a try!

Automation Examples Integrating Microsoft Teams and OneDrive

You can notify Microsoft Teams when a file is saved to OneDrive, or notify Microsoft Teams of the content read by OCR when a file is saved to OneDrive.
Additionally, it is possible to integrate by saving files posted to Microsoft Teams into a specific folder in OneDrive.


■Overview

Using the workflow "Notify Microsoft Teams when a file is stored in OneDrive" can reduce your workload.
Since file information can be automatically notified, work time is shortened, leading to improved business efficiency.

■Recommended for

  • Those who use OneDrive for file sharing and backup
  • Those who want to respond quickly when a file is uploaded to OneDrive
  • Those who want to quickly check files and proceed to the next action
  • Those who use Microsoft Teams as an internal communication tool
  • Those who want to efficiently share information using Microsoft Teams
  • Those who want to quickly grasp the file upload status through email notifications

■Benefits of using this template

By linking OneDrive and Microsoft Teams, you can quickly notify file information.
As a result, the time to check files is reduced, allowing you to proceed with work smoothly.
Additionally, sharing file information through Microsoft Teams allows for direct interaction in the chat, facilitating smooth communication.
This strengthens member collaboration, enabling faster project progress and response.


■Overview

The "Save files posted on Microsoft Teams to a specific folder in OneDrive" workflow is a mechanism to automatically organize files shared within a team.
Every time a file is posted, it is automatically saved to the specified OneDrive folder, enabling efficient file management.

■Recommended for

  • Team leaders who are utilizing Microsoft Teams and OneDrive but find file management cumbersome
  • Business professionals seeking efficient file organization in projects where numerous files are posted daily
  • Individuals who are spending too much time manually moving files and cannot focus on their primary tasks
  • IT personnel in companies aiming to streamline file sharing within the team and centralize information management

■Benefits of using this template

  • Time-saving: Automatic file saving eliminates the need for manual moving tasks.
  • Error prevention: Automation prevents misplacement or omission of files.
  • Improved organization: Centralized management in the specified folder allows for quick retrieval of necessary files.

■Overview

The flow "Notify Microsoft Teams with OCR reading when a file is uploaded to OneDrive" is a business workflow that automatically performs OCR processing when a new file is added to OneDrive and notifies Microsoft Teams of its contents.
This allows for quick confirmation of file contents and smooth information sharing within the team, improving the efficiency of daily operations.

■Recommended for

  • Business users managing a large number of files using OneDrive
  • Those who want to enhance team communication in Microsoft Teams
  • Those who want to automatically extract text information from documents and images
  • IT personnel or business improvement officers considering the automation of business processes
  • Team leaders who spend a lot of time on manual information sharing

■Benefits of using this template

  • Improved work efficiency: By automating the process from file upload to notification, you can reduce the time spent on manual tasks.
  • Quick information sharing: Since the content extracted by OCR is automatically shared in Microsoft Teams, the entire team can quickly grasp the information.
  • Prevention of errors: Automatic processing prevents human errors that are likely to occur during manual input.

Automation Example Using Microsoft Teams

Notify Microsoft Teams When a Task is Added

Automatically notify Microsoft Teams when a task is added to Trello, Asana, or similar platforms.


■Overview

This is a flow that notifies Microsoft Teams when a new card is created in Trello.

■Recommended for

1. Members of teams using Trello

・Those who want to be aware of card additions to Trello in real-time

・Those who want to quickly share Trello updates with team members

2. Team leaders and managers

・Those who want to keep track of Trello updates to aid in team progress management

・Those who do not want to miss important card additions to specific boards or lists in Trello

・Those who want to easily check Trello information by receiving notifications in Microsoft Teams

■Benefits of using this template

Trello is a convenient tool for team task management, but there are times when you may not notice that a new card has been created, leading to delayed responses. It is even more challenging to constantly check Trello boards when team members are handling different tasks.

By utilizing this flow, team members can immediately recognize when a new card is created through Microsoft Teams notifications, allowing for prompt responses and smoother progress of the overall project.

Additionally, Microsoft Teams' notification feature can be used regardless of time or location, enabling team members to always stay updated on the latest task information, no matter where they are.

■Notes

・Please integrate Trello and Microsoft Teams with Yoom.

・Microsoft365 (formerly Office365) has both a home plan and a general business plan (Microsoft365 Business). If you are not subscribed to the general business plan, authentication may fail.


■Overview

When a new task is added in Asana, a notification is automatically sent to the specified Microsoft Teams channel.

The content of the notification and the destination Microsoft Teams channel can be freely customized.

Notes

・It is necessary to configure account integration settings for both Asana and Microsoft Teams.

・Microsoft365 (formerly Office365) has both personal and general business plans (Microsoft365 Business). If you are not subscribed to the general business plan, authentication may fail.


■Overview

When an issue is registered in Jira Software, the issue details will be notified to a specified channel in Microsoft Teams.

■Notes

・Integration with each app and Yoom is required.

・Microsoft365 (formerly Office365) has plans for home use and general corporate use (Microsoft365 Business). If you are not subscribed to the general corporate plan, authentication may fail.

After a web meeting, transcribe and summarize the content, then notify Microsoft Teams

After a meeting on Zoom or Google Meet, automatically transcribe and summarize the content, and notify Microsoft Teams.


Overview

The workflow "After a meeting ends on Google Meet, transcribe and summarize it, then notify Microsoft Teams" automates the creation and sharing of meeting minutes after a meeting ends. By utilizing Yoom's API integration, AI, OCR, and RPA functions, it quickly and accurately transcribes and summarizes the content of meetings on Google Meet, then automatically posts it to Microsoft Teams.


■Recommended for

  • Those who frequently use Google Meet and spend a lot of time creating meeting minutes after meetings
  • Business users who want to quickly share meeting content on Microsoft Teams
  • IT personnel who want to streamline business processes by utilizing API integration and automation
  • Project managers who require accurate meeting minutes
  • Executives who want to quickly share information within the team


■Benefits of using this template

Creating meeting minutes manually requires both effort and time.
By utilizing this flow, transcription and summarization are automated, reducing the hassle of creating meeting minutes and eliminating the need for manual work.
This significantly reduces the workload after meetings and improves operational efficiency.
Additionally, since it is posted to Microsoft Teams immediately after the meeting, it enables rapid information sharing, allowing the entire team to instantly review the content.


■Overview

This flow automatically transcribes and summarizes the meeting content after a Zoom meeting ends, and notifies the transcription results to Microsoft Teams.

■Recommended for

1. Those who want to quickly share meeting content and improve team productivity

  • Project managers and team leaders
  • Personnel responsible for sharing meeting information across departments or teams
  • Those who want to record meeting content quickly and accurately

2. Those who want to reduce manual creation and sharing of meeting minutes and automate the process

  • Owners of small and medium-sized enterprises aiming for business automation and efficiency
  • Those who want to save time by quickly summarizing and sharing meeting content

3. Those who use Zoom and Microsoft Teams regularly

  • Users who frequently hold online meetings using Zoom
  • Personnel responsible for communication and information sharing within the team using Microsoft Teams

■Benefits of using this template

・By automatically transcribing and summarizing after a meeting ends, you can significantly save on manual labor time.

・Using AI operations to automatically transcribe and summarize allows accurate recording of discussions and decisions made in meetings.

Notes

・Please link Zoom and Microsoft Teams with Yoom respectively.

・Microsoft365 (formerly Office365) has both a home plan and a general business plan (Microsoft365 Business). If you are not subscribed to the general business plan, authentication may fail.

・Microsoft Entra ID is an app available only with the Team Plan and Success Plan. For Free Plan and Mini Plan, the operations and data connections set in Flowbot will result in errors, so please be careful.

・AI operations are a feature available only with the Team Plan and Success Plan. For Free Plan and Mini Plan, the operations set in Flowbot will result in errors, so please be careful.

・Paid plans such as Team Plan and Success Plan offer a 2-week free trial. During the free trial, you can use apps that are subject to restrictions.

Notify Microsoft Teams of Today's Schedule and Upcoming Deadlines

Automatically notify Microsoft Teams of the day's schedule from Google Calendar and tasks with deadlines today from Notion.


■Overview

This is a flow that extracts tasks due today from the Notion database daily and notifies them all at once on Microsoft Teams.

■Recommended for

1. Those who use Notion to proceed with their work

・HR personnel who notify tasks scheduled for the day daily

・Those who want to streamline task sharing

2. Those who communicate via Microsoft Teams

・Team members who conduct daily business communications on Microsoft Teams

・Sales representatives who use Microsoft Teams for interactions with clients

■Benefits of using this template

The advantage of Notion is its flexibility to be used according to business needs.
However, manually notifying daily tasks on Microsoft Teams is inefficient and time-consuming.

This template allows you to notify tasks due today on Microsoft Teams daily.
It eliminates the hassle of searching for tasks due today in Notion and prevents omissions or sharing errors due to manual notifications, thereby improving work efficiency.
Notifications to Microsoft Teams can be customized as desired, and individual notifications can be sent to each member.

■Notes

・Please link both Notion and Microsoft Teams with Yoom.

・Microsoft365 (formerly Office365) has a personal plan and a general business plan (Microsoft365 Business). If you are not subscribed to the general business plan, authentication may fail.


■Overview

The "Notify Microsoft Teams of Upcoming Due Tasks in Asana" flow is a business workflow designed to streamline project management and team communication.
When a task managed in Asana is approaching its due date, an automatic notification is sent to Microsoft Teams, allowing all team members to respond in a timely manner.
This helps prevent overlooking tasks and delays, ensuring smooth project progress.

■Who We Recommend This Template For

  • Those who use Asana for project management but face challenges with task due date management
  • Team leaders who primarily use Microsoft Teams for team communication and do not want to miss important notifications
  • IT personnel at companies interested in automating business workflows and looking to improve efficiency using Yoom
  • Project managers who want to strengthen the integration of task management and communication in a remote work environment

■Benefits of Using This Template

Since tasks approaching their due dates in Asana are automatically notified to Microsoft Teams, the hassle of manual task management is eliminated.
Notifications of tasks nearing their due dates being sent to Microsoft Teams make it easier to reassess task priorities.
Additionally, information sharing within the team is smooth, enabling quick responses.
Automation prevents human errors in task management, allowing business operations to proceed smoothly.


■Overview

This is a flow that retrieves your schedule for the day from Google Calendar and notifies you on Microsoft Teams every day.

By using Yoom, you can easily connect apps without the need for programming.

■Recommended for

1. People who use Google Calendar regularly

・Those who manage their schedule using Google Calendar but often miss appointments

・Those who want to efficiently manage their schedule by having a clear overview of their daily plans

2. Companies using Microsoft Teams as a communication tool

・Those who use Microsoft Teams regularly and want to share schedules with their team

・Those who want to automate daily schedule notifications to streamline team-wide schedule management

■Benefits of using this template

By linking Microsoft Teams with Google Calendar, you can streamline the process of checking schedules.
Since the schedule is automatically notified every day, you can easily see your plans for the day at a glance.
This helps prevent missing important meetings or tasks and allows for more planned actions.

Additionally, the entire team can share the same information, enabling smooth communication and collaboration.
As a result, it reduces oversights in tasks and contributes to the success of projects.

Automation Example Using OneDrive

Automatically Upload Email Attachments to OneDrive

Automatically upload files attached to Gmail or Outlook emails to OneDrive.


■Overview

This is a flow that automatically uploads attachments received in Outlook to OneDrive.

It can be used for the automatic saving of files such as invoices and purchase orders.

Feel free to change the folder location in OneDrive as needed.

■Recommended for

1. Those who use both Outlook and OneDrive
2. Those who save files received via email
3. Those who receive invoices or purchase orders via email
4. Those looking to improve efficiency with Outlook and OneDrive

■Benefits of using this template

・It can automatically save files by triggering based on specific subjects such as invoices and purchase orders, reducing the hassle of downloading and uploading.

■Notes

・Integration with both Outlook and OneDrive is required for Yoom.

・Microsoft365 (formerly Office365) has both a home plan and a general business plan (Microsoft365 Business). If you are not subscribed to the general business plan, authentication may fail.


■Overview

This is a flow bot that automatically uploads attachments received via email to OneDrive.

When an email is received at the email address created with Yoom, the flow bot is automatically activated.

It can be used for the automatic saving of files such as invoices and purchase orders.

■Notes

・Integration with OneDrive and Yoom is required.

・You are free to change the email address and the folder location in OneDrive as needed.


■Overview

This is a flow to save files received in Gmail to OneDrive.

■Recommended for

1. Those who use Gmail and OneDrive for business

・Personnel who use Gmail for communication with clients

・Personnel who use OneDrive for file management

・Those considering efficiency improvements by integrating Gmail and OneDrive

2. Those who want to reduce manual file saving tasks and automate them

・Owners of small and medium-sized enterprises aiming for business automation

・Personnel in general affairs and administration with many manual tasks

■Benefits of using this template

・By automatically saving files received in Gmail to OneDrive, you can improve business efficiency.

・Automatically saving files to OneDrive helps prevent human errors.

・You no longer need to perform file saving tasks from Gmail, allowing you to allocate time to other important tasks.

・By customizing the flow bot, you can also send notifications to communication tools after saving files to OneDrive.

■Notes

・Please integrate both Gmail and OneDrive with Yoom.

・Microsoft365 (formerly Office365) has plans for home use and general corporate use (Microsoft365 Business). If you are not subscribed to the general corporate plan, authentication may fail.

・For forwarding processing when using Gmail as a trigger by integrating Gmail with Yoom, please refer to the following:

https://intercom.help/yoom/ja/articles/7266653

Create a folder in OneDrive based on form responses

Automatically create a folder in OneDrive based on responses from Jotform, Typeform, etc.


■Overview
The workflow "Create a folder in OneDrive based on Jotform responses" is a business workflow that automatically creates folders in OneDrive based on form responses collected through Jotform. This significantly reduces the effort required for data management and facilitates smooth organization of information. By automating the manual tasks of folder creation and organization, efficient business operations can be achieved.

■Recommended for

  • Those who use Jotform to collect information from customers or employees
  • Those who find data management in OneDrive cumbersome
  • Business professionals who want to automate folder creation based on form responses
  • IT personnel in small and medium-sized enterprises looking to improve operational efficiency
  • Administrators who want to maintain consistency in data organization

■Benefits of using this template

  • Reduction of manual tasks: Automating folder creation can save time.
  • Consistency in data organization: Management becomes easier with a unified folder structure.
  • Error prevention: Automation minimizes human errors.

■Overview
The workflow "Create a folder in OneDrive based on Tally responses" is a business workflow that automatically generates folders in OneDrive based on the content of form responses.
Are you looking to efficiently manage data collected using the online form "Tally"? Implement this workflow utilizing Yoom to reduce the hassle and errors of manually creating folders. Every time a Tally response is submitted, a specified folder is automatically created in OneDrive, which can speed up operations and improve accuracy.

■Recommended for

  • Those who are using Tally forms and spending time organizing response data
  • IT personnel who use OneDrive for business and want to automate folder management
  • Team leaders looking to reduce the effort of data entry and improve operational efficiency
  • Those who want to smoothly organize documents and files based on form responses

■Benefits of using this template

  • Operational efficiency: Tally responses are automatically reflected in OneDrive, eliminating the need for manual folder creation.
  • Error prevention: Automation reduces human errors, enabling accurate folder management.
  • Centralized information management: You can maintain a unified folder structure on OneDrive and quickly access the necessary information.

Overview
The "Create a folder in OneDrive based on Typeform responses" workflow is a business process that automatically generates folders from form inputs.
By utilizing data collected from Typeform to automatically create organized folders on OneDrive, you can significantly reduce the effort required for data management. For example, when receiving customer inquiries or survey results, dedicated folders are automatically generated based on each response, making information organization and access smoother. This workflow, leveraging Yoom, frees you from the complexity of manual folder creation and data organization, enabling efficient business operations.

Recommended for

  • Those who collect customer data using Typeform
  • Organizations using OneDrive as their primary file management tool
  • Employees who find data entry and folder creation cumbersome
  • Administrators looking to improve business processes by leveraging IT tool integration

Benefits of using this template

  • Improved work efficiency: Folders are automatically created based on Typeform responses, reducing manual work time.
  • Centralized data management: You can maintain a consistent folder structure on OneDrive, making information access easier.
  • Prevention of human error: Automating folder creation prevents mistakes from manual input.

When a client is registered in the database, create a folder for each client in OneDrive

When a client is registered in Google Sheets, Salesforce, or similar, a folder for each client is automatically created in OneDrive.


■Overview

This is a flow that creates a folder for each account in OneDrive when an account is registered in Salesforce.

■Recommended for

1. Companies using Salesforce as a CRM tool

・Companies that centrally manage customer information in Salesforce

2. Those using OneDrive for file management

・Those who want to streamline file management

■Benefits of using this template

By using this template, a folder is automatically created in OneDrive when an account is registered in Salesforce.
Those who previously created folders manually will save time.
The time saved can be allocated to other tasks, increasing the amount of work that can be done in a day.

Additionally, reducing manual tasks decreases human errors.
It reduces the chances of forgetting to create a folder or creating duplicates, enabling accurate file management.

■Notes

・Please connect both Salesforce and OneDrive with Yoom.

・Microsoft365 (formerly Office365) has personal and business plans (Microsoft365 Business). If you are not subscribed to a business plan, authentication may fail.

・Salesforce is an app available only with the Team Plan and Success Plan. If you are on the Free Plan or Mini Plan, the operations and data connections set in the Flow Bot will result in errors, so please be careful.

・Paid plans such as the Team Plan and Success Plan offer a 2-week free trial. During the free trial, you can use apps that are normally restricted.


■Overview

This is a flow where a folder for each client is created in OneDrive when a client is registered in Notion.

■Recommended for

1. Companies using Notion as a core database

・Those managing client information in Notion

・Those who want to streamline information management

2. Companies using OneDrive as a tool for managing electronic documents

・Sales administration staff who create folders every time a new client is added

・Those who want to eliminate the task of folder creation

■Benefits of using this template

By using this template, folders in OneDrive are automatically created in conjunction with client information registered in Notion.
Sales administration staff who manually create folders every time a client is registered can eliminate this task.
This will reduce working hours and allow you to focus on other tasks.

Additionally, reducing manual tasks decreases human errors.
It reduces mistakes such as creating duplicate folders or forgetting to create a folder, allowing for more accurate file management.

■Notes

・Please link both Notion and OneDrive with Yoom.

・Microsoft365 (formerly Office365) has both a home plan and a general business plan (Microsoft365 Business), and if you are not subscribed to the general business plan, authentication may fail.


■Overview

This flow creates a folder in OneDrive when a row is added to a Google Spreadsheet.

With Yoom, you can easily achieve this flow without any programming, enabling seamless integration between apps.

■Recommended for

1. Those who use Google Spreadsheets for business

・Sales representatives who want to centrally manage customer information in Google Spreadsheets and reduce the effort required to store proposal documents and contracts for each customer

・Sales team managers who manage projects by case and aim to improve the efficiency of managing related documents

・Marketing personnel who want to individually save planning documents and statistical data for each campaign

・HR personnel who want to save data individually for managing information on job applicants and employees

2. Those who use OneDrive for business

・Those who want to reduce the effort of creating folders and prevent omissions

・Those who aim to unify file management and improve transparency

■Benefits of using this template

With this flow, you can automatically create folders in OneDrive based on the information added to Google Spreadsheets.

It reduces the effort of manual tasks and prevents human errors such as typos in folder names or forgetting to create folders.

It helps in unifying the storage locations for various documents, forms, contracts, etc., thereby improving file management efficiency.

■Notes

・Please integrate Google Spreadsheets and OneDrive with Yoom.

・Microsoft365 (formerly Office365) has plans for home use and general business use (Microsoft365 Business). If you are not subscribed to the general business plan, authentication may fail.

・You can select the trigger interval from 5, 10, 15, 30, or 60 minutes.

・Please note that the shortest trigger interval varies depending on the plan.

Benefits and Examples of Integrating Microsoft Teams with OneDrive

Benefit 1: Reduction of Effort and Efficiency Improvement

By reading the text of a specific channel in Microsoft Teams and creating a dedicated folder in OneDrive, you can reduce the effort required to create files and potentially improve work efficiency.
For example, when creating a folder for a new client, you would first need to check the client name and then access OneDrive separately to manually create a new folder.
While this is not a particularly difficult process, it can become burdensome during busy periods when the number of folders to be created increases.
By implementing this integration, folders can be automatically created just by sending a message in Microsoft Teams, leading to improved work efficiency.

Benefit 2: Avoiding Errors through Process Standardization

Automating the creation of dedicated folders for new clients or new employees standardizes the process and makes it easier to avoid errors during folder creation.
A common mistake is creating a folder with the wrong company or employee name. Have you ever experienced creating a second folder when someone had already created one?
These errors should be preventable with this automation.
As a result, it becomes easier to smoothly save data in folders created with the correct company or employee names.

Benefit 3: Strengthening Collaboration through Quick Folder Creation

Integrating Microsoft Teams with OneDrive may strengthen collaboration among teams.
For example, suppose a lead acquired by sales representatives or the marketing team matures and becomes a client. By posting the company name in a specific channel in Microsoft Teams, departments like accounting, which save invoices and receipts, should be able to save data without confusion.
Additionally, during onboarding, many documents need to be stored, and this integration may make it easier to store documents related to onboarding procedures.

Conclusion

When a dedicated folder is automatically created in OneDrive, it not only reduces effort but also allows other members or specific departments to save files without confusion. It may also become easier to avoid errors such as creating two folders by mistake or creating a folder with a different name.

Yoom enables app integration without the need for programming. Even non-engineers can easily integrate apps, allowing those who have given up before or thought it seemed too difficult to try automation with ease.
Take this opportunity to utilize Yoom and experience the benefits of automation!

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About the author
a.ohta
a.ohta
After working as a manager at a general store, I began working from home as an SEO writer. Later, I entered into a freelance contract with a marketing startup for about five years. Surrounded by University of Tokyo students, I spent my days learning various business terminologies and how to use SaaS tools. During my time as a store manager, I was often overwhelmed by administrative tasks such as sales and inventory management, personnel management, and ordering, which frequently prevented me from engaging with customers and caused me to miss sales opportunities. Even during my freelance work, I found myself bogged down with repetitive tasks like data entry and often thought, "Can't these monotonous tasks be automated?" Therefore, I strongly resonate with Yoom's vision!
Tags
Automatic
Automation
Integration
Microsoft Teams
OneDrive